Steward case

CASE-001572

Name and date of birth agree but no identifier (member ID, SSN, phone, email or address) confirms it.

OpenCheckpointckpt-run-mvjj6udb-40570workflow paused, state held

Side-by-side comparison

Incoming CLM-425037 against 1 candidate identity, green agrees, red conflicts, raw bronze value shown beneath when normalisation changed it

Field	CLMCLM-425037incoming	#1MBR-028587Willie Simmons 0.831 rec. Best evidence: NameDate of birth
Name	Willie Simmons	Willie Simmons
Date of birth	1960-04-04	1960-04-04
Member ID	UHC-03082-45	—
SSN	— •••-••-UNKNOWN	—
Phone	—	4342808770
Email	— -	—
Address	3985 Willow Ct	—
City / state / ZIP	Sacramento, CA, 95837	—
Group	GRP-8795	—
Plan	MEDICARE-ADV-B	—
Sources, records	CLM1 record	TPA ×11 record

Evidence detail

How the scoring agent compared the incoming record to the record it matched inside each candidate

▶#1MBR-028587Willie Simmons0.83

Matched against TPA-61032, 2 fields compared, weighted score 0.830

Field	Similarity	Weight	Share	Note
Name	1.00	3	50%
Date of birth	1.00	3	50%	exact

Guard: No identifier agreesConflicts: none

Records in this identity

TPATPA-61032Willie Simmons1960-04-04Single record 1.00

Case audit

Every transition on this case, sealed into the hash chain

Steward case openedEscalation agent2026-10-22 12:43:55413cfcbb2e
Escalated CLM-425037, top score 0.83, candidates MBR-028587

AI recommendation

Advisory only; the steward decides

The model can read the same side-by-side evidence and suggest link, new or reject with a rationale. It never decides.

Steward decision

Recording a decision resumes the paused workflow and updates the graph immediately

Decision

Link to Willie SimmonsMBR-028587, score 0.83, 1 recordLinkConfirm as a distinct identityCLM-425037 stays on its own golden identity, marked verified.New identityReject record (quarantine)The record's identity is quarantined; nothing downstream may act on it.Reject

Rationale *

At least 8 characters (0/8)

ActorJ. Okafor (Data Stewardship)

Choose an option

Checkpoint: ckpt-run-mvjj6udb-40570
Stage: Human steward
Policy version: v1, threshold 0.85, floor 0.6
Provisional identity: MBR-028258
Opened: 2026-10-22 12:43:43
Top score: 0.83